RM
Resource Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $598K | Sell |
3,654
-10
| -0.3% | -$1.64K | 0.06% | 90 |
|
|
2021
Q3 | $614K | Sell |
3,664
-1,496
| -29% | -$251K | 0.07% | 91 |
|
|
2021
Q2 | $853K | Buy |
5,160
+1,502
| +41% | +$248K | 0.1% | 76 |
|
|
2021
Q1 | $517K | Buy |
3,658
+1
| +0% | +$141 | 0.06% | 103 |
|
|
2020
Q4 | $442K | Buy |
3,657
+2
| +0.1% | +$242 | 0.06% | 106 |
|
|
2020
Q3 | $366K | Buy |
3,655
+2
| +0.1% | +$200 | 0.06% | 103 |
|
|
2020
Q2 | $347K | Sell |
3,653
-8
| -0.2% | -$760 | 0.06% | 99 |
|
|
2020
Q1 | $313K | Buy |
3,661
+15
| +0.4% | +$1.28K | 0.07% | 99 |
|
|
2019
Q4 | $454K | Buy |
3,646
+2
| +0.1% | +$249 | 0.07% | 87 |
|
|
2019
Q3 | $431K | Buy |
3,644
+21
| +0.6% | +$2.48K | 0.08% | 86 |
|
|
2019
Q2 | $447K | Sell |
3,623
-99
| -3% | -$12.2K | 0.08% | 85 |
|
|
2019
Q1 | $407K | Sell |
3,722
-40
| -1% | -$4.37K | 0.07% | 92 |
|
|
2018
Q4 | $358K | Buy |
3,762
+282
| +8% | +$26.8K | 0.08% | 86 |
|
|
2018
Q3 | $371K | Buy |
3,480
+2
| +0.1% | +$213 | 0.07% | 92 |
|
|
2018
Q2 | $340K | Sell |
3,478
-56
| -2% | -$5.47K | 0.07% | 88 |
|
|
2018
Q1 | $330K | Hold |
3,534
| – | – | 0.07% | 88 |
|
|
2017
Q4 | $334K | Buy |
+3,534
| New | +$334K | 0.07% | 90 |
|